Biotech Values

[rstor1]

Antisense


ISIS up ~25% since announcing that Alicaforsen for Crohn's failed but will continue with its development for colitis.

I can't decide if it's bait-and-switch or if administration via enema (colitis vs. IV for Crohn's) is going to make the diference. Mr. Market seem to think so.

Oh, Genta in-licenses another onco antisense molecule.

ALNY - shorted and covered a couple of times after the prices were pumped pre-lockup but, judging by the tankage, I closed the position way too early.

Bob